Lumida Wealth

📍 New York City, United States🗓 Founded 2022👥 18 employees💰 Last funded Sep 2022
Lumida Wealth Management is an investment advisor offering comprehensive wealth management with specialization in alternative investments and family office services to high net worth and ultra high net worth individuals and families. We provide truly holistic wealth and legacy management. Lumida’s services include comprehensive wealth management, financial planning, and family office services, which means a quarterback to oversee trust and estate planning, insurance structuring, and concierge health.
1
Total investors
1
Early stage
0
Mid stage
0
Late stage
2022
Founded

Investors

1 investors
All
Early stage
Mid stage
Late stage
Investor geography1 country
United States
1
Frequently asked questions
Who invested in Lumida Wealth?
Lumida Wealth has 1 investors on record on gritt.io, including 1 early-stage backers.
When did Lumida Wealth last raise funding?
The most recent investment in Lumida Wealth recorded on gritt.io was in September 2022.
When was Lumida Wealth founded?
Lumida Wealth was founded in 2022.
What industry is Lumida Wealth in?
Lumida Wealth operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is Lumida Wealth based?
Lumida Wealth is headquartered in New York City, United States.